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Services

Frank  provides a wide range of services to individuals and businesses in a variety of industries. He strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.

Our professional services include:


Tax Management Services

Frank guides his clients through a full range of tax planning and preparation decisions with strategies that minimize their tax liabilities, while maximizing cash flow and keep clients on the track to their financial goals. His expertise, experience, analysis and thorough research allow me to optimize financial opportunities to be found in existing as well as recently altered tax laws. Frank remains knowledgeable and up to date on the tax laws and strives to streamline clients’ tax and accounting reporting while providing meaning benchmarks and financial analysis.

Accounting Services

From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Frank's accounting services steer clients closer to these goals with accurate record-keeping methods and education and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans.

These services include but are not limited to:

  • General ledger and financial statement preparation
  • Accounting system setup and support
  • Cash flow budgeting and forecasting
  • Personal financial statements
  • Employee benefit and profit-sharing plans
  • Corporate tax planning and return preparation
  • Litigation support

Assurance and Advisory Services

Frank focuses on building close client relationships that add long-term value. This includes assuring the solidity of financial records, evaluating financial procedures and working to produce strategies that help his clients face the myriad challenges of business planning and execution. Franks clients benefit from objective analysis to assist in controlling costs, increasing efficiency, and implementing new technologies and procedures that take advantage of changes in the marketplace, accounting standards and tax law. Frank’s assurance services will improve information quality or its context, meaning more success for your business.

These services include but are not limited to:

  • Reviews, and compilations
  • Entity selection and restructuring
  • Accounting software selection, implementation, and support
  • Business evaluations
  • Financial projections and forecasts
  • Debt and finances advising
  • Mergers and acquisitions
  • Transaction structuring and negotiations
  • Business succession

Reviews and Compilation

Frank's financial statement services comprise two levels of assurance depending on your company's needs.

Reviews

Reviews provide limited assurance to outside interests and involve inquiries and analytical procedures that confirm financial statement matters and identify any items requiring further analysis. Frank performs reviews to ensure the integrity of client data.

Compilations

Compilations are usually requested for internal purposes and are based upon information provided by a company's management. They do not offer assurance but may involve some adjustment to accounting records.

Unlike most traditional firms, Frank does not provide audit services, especially because of his close relationship with clients. However, when audit needs arise, he is associated with various firms which provide this service. Frank will play an important role to ready the company for the audit and provide information to the auditors so that the audit can be accomplished on a timely, less costly and efficient basis.

Financial and Retirement Planning

Frank's goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. Frank can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax, estate and business succession planning. Whether you are developing an investment strategy or evaluating current investments, he can ensure that your portfolio will take into account tax implications for an advantageous after-tax return. The road to retirement is a long one and Frank can help you take the proper steps to reach your retirement goals. Frank is associated with various financial planners he has carefully selected. If and when you are ready to invest, Frank will be sitting on your side of the table but will also work closely with advisors in order to reach your goals and dreams.

QuickBooks Accounting Help and Assistance

QuickBooks can provide useful and timely information in the form of financial statements, reports and graphs. However, it can only provide this information if you purchase the right product and then install, setup and use it properly. Frank does not just help you use the software, he helps you use it more efficiently and more effectively.

Frank offers the following solutions to help meet your QuickBooks needs:

Personal Training

Frank will train you personally either one-on-one or with several individuals within your organization at your company's location.

Installation

Frank will install QuickBooks on your stand-alone computer or in a network environment in either single- or multi-user mode.

Setup

Frank assists new QuickBooks users with initial setup including the following: EasyStep Interview, Preferences, Lists, Customers, Vendors, Employees, Banking and Reports. Frank also helps experienced users manage their businesses more effectively by improving their current setup. Many users experience problems and lack the ability to generate and track important information as a result of inadequate setup. Frank can assist you with these issues.

Review

Frank’s QuickBooks review service helps companies with human resources departments perform daily accounting and payroll tasks but still need an accounting and payroll expert to review company transactions, accounts and reports. This review ensures that you receive timely, relevant and reliable financial information. Frank will also inform you of any corrections, adjustments or reclassifications necessary to ensure that the financial information you receive reflects the correct financial condition of your business. Reviews may be conducted at any time, but monthly reviews provide you with up-to-date information and feedback about your business.

Bookkeeping/Write-up

Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. Frank can help you find the right solution for your bookkeeping needs so that you can focus on your core business.

Entity Selection and Restructuring

Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, Frank can advise you on choosing an entity type and later restructuring if advantageous. With his knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.

IRS Representation

Professional representation can be vital during an audit and Frank’s experience with tax authorities enables him to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you will find with my assistance will put many of your worries at bay. Frank is ready and willing to answer any and all questions the IRS may be asking of you.

Computer Consulting

As technologies rapidly advance, companies increasingly need to update their computer systems. Frank will continually review your system competencies and gauge upgrade needs as well as provide support in choosing and implementing new hardware or network systems. When the company needs more intense needs when it comes to technologies, he will recommend the right computer consulting firm.

Payroll Services

Frank believes that payroll services can help you reduce the time spent on administration through developing and implementing a computerized payroll system that will facilitate processing, timely payment and preparation of tax returns. As a result, he is associated with many payroll processing firms and can recommend the right one.

Cash Flow and Budgeting Analysis

Good cash management can improve a company's liquidity, reduce costs and increase profitability. Frank can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly. To a business entity, cash flow is something that can make or break the business' ability to survive. Frank can help you analyze your spending and re-balance your budget and/or debts for an optimal cash flow to support your individual or business' success. This balance plan would be revisited if and when there were any major changes in your business structure to ensure that you are operating at an optimal level. With Frank’s help and guidance, you will always be on top of your finances and ready for the future.

Financial Projections and Forecasts

No one can predict the future perfectly and we can all benefit from planning for it. Frank combines expertise and experience with a gained understanding of your business to produce financial projections that can help you manage your business plan and spending. Forecasting for the future is imperative to your company's success. Frank makes it a point to keep current with market trends and updates so that your business can be prepared for what is to come. Depending on your needs, his work can range from top-level reports to detailed financial models.

Mergers, Acquisitions, and Sales

Business transactions and transitions are complicated affairs, and whether you're buying, selling, or considering a potential merger, Frank can provide professional know-how to help you successfully structure and negotiate the deal. Frank employs careful analysis and due diligence to determine a fair asking price, pinpoint the most favorable tax structures, evaluate financial and cash flow impact, and assess compatible business functions and tactics. Expanding or contracting your business is a huge undertaking. With his expert advice, you can make the right business decisions for your business for optimum success.

Debt and Finance Advising

Whether your needs are corporate or personal, Frank can assist you in sorting out the different options available for debt management and financing that will lower your payments and/or reduce the total amount of interest paid. Frank works with many other professionals in order to accomplish this. Re-balancing your debts can also result in tax deduction savings. Even if you are able to handle the payments and the amounts of your current debts, his expertise may be able to save you money and/or lower your payments.


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